Koncert allows Managers to transfer uploaded call list(s) to their team members’ Lists tab for dialing. This feature provides an efficient way for Managers to delegate call lists to their team members for further action.

NOTE: The Transfer option will be available only for Managers.

Below you can find how to transfer the uploaded call list(s) to your team member(s):

1. In the Lists tab, choose the call list(s) that you want to transfer to your team member. You can select multiple static lists for transfer. After selecting the desired list(s), click the Actions button at the top of the grid. A dropdown menu will appear with several options.  From the dropdown, select the Transfer option. This will open the Transfer Ownership window.

NOTE:

• You can select and transfer multiple Static Call Lists.

• Managers can only transfer static call lists. Dynamic lists cannot be transferred. If you attempt to transfer a dynamic list, an alert will appear notifying you of the restriction.

• Lists that are currently being dialed in the Dialing Session tab cannot be transferred. Attempting to transfer such lists will trigger an alert message.

• You cannot transfer the Quick Lists. Attempting to transfer such lists will trigger an alert message.

2. In the Transfer Ownership window, the From field will be pre-filled with your name (the logged-in Manager’s name). In the To dropdown, select the team member to whom you want to transfer the selected call list(s). Only Sales Reps assigned to your team will be listed here.

3. A confirmation message will appear, asking you to confirm the transfer.

• To proceed, click Confirm to complete the transfer.

• If you wish to cancel the process, click the Close icon.

4. After the transfer is complete, a message will confirm the success of the transfer.

5. The selected call list(s) will now appear in the recipient team member’s Lists tab and will be removed from the Manager’s Lists tab.

This transfer feature simplifies list management, ensuring that Managers can easily assign tasks to team members without having to upload new lists manually for each individual.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.